Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,258 | $99,053-94.7% | $88,179-94.0% | $138,895-96.2% |
| Participation rate | 5.0% | 74.2%-69.2pp | 69.1%-64.1pp | 79.9%-74.9pp |
| Annual return | 0.00% | 78.17%-78.2pp | 64.97%-65.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $345 | $2,882-88.0% | $2,549-86.5% | $4,194-91.8% |
| Participant deferral / active EE | $456 | $5,225-91.3% | $4,614-90.1% | $6,396-92.9% |
| Admin fee / account holder | $348 | $8,748-96.0% | $7,673-95.5% | $12,562-97.2% |